Stock
First Tr Exchange-Traded Fd
Ticker not mapped · held by 538 managers
Reported value
$4.57B
Holders
538
+42 new · −38 exited
Holders’ est. mark
$12.3M
Price effect on 240 books still in the name
Largest holder
$698.4M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.47M
- Citadel0.0% · $3.26M
- Fidelity0.0% · $3.63M
- Icahn Capital0.0% · $263.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 7.53M | $698.4M | $1.87M | Cut−$12.1M |
| MORGAN STANLEY | 5.53M | $512.7M | $1.37M | Cut−$7.11M |
| RAYMOND JAMES FINANCIAL INC | 4.31M | $400.2M | $1.07M | Cut−$16.7M |
| WELLS FARGO & COMPANY/MN | 2.59M | $240.2M | $643.3K | Cut−$27.7M |
| Cetera Investment Advisers | 1.49M | $137.9M | $369.2K | Cut−$3.45M |
| BANK OF AMERICA CORP /DE/ | 1.46M | $135.5M | $363.2K | Cut−$14M |
| UBS Group AG | 1.37M | $126.6M | $338.5K | Cut−$4.75M |
| OSAIC HOLDINGS, INC. | 1.18M | $109.1M | $281.4K | Cut−$7.94M |
| ENVESTNET ASSET MANAGEMENT INC | 1.09M | $100.7M | $274.1K | Cut−$336K |
| TWO SIGMA INVESTMENTS, LP | 1.06M | $98.3M | — | New |
| ROYAL BANK OF CANADA | 1.02M | $95.1M | $253.7K | Cut−$14.3M |
| AMERIPRISE FINANCIAL INC | 971.3K | $90.1M | $268.6K | Cut−$11.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 894.1K | $82.9M | $222.2K | Cut−$713.5K |
| JONES FINANCIAL COMPANIES LLLP | 824.3K | $75.4M | −$775.3K | Added$7.25M |
| STIFEL FINANCIAL CORP | 744.3K | $69M | $186.4K | Added$341.1K |
| TRUIST FINANCIAL CORP | 551.9K | $51.2M | $137.1K | Cut−$1.41M |
| Private Advisor Group, LLC | 531K | $49.3M | $131.9K | Cut−$10.6M |
| Concurrent Investment Advisors, LLC | 460.6K | $42.7M | $114.4K | Cut−$780K |
| HARBOUR INVESTMENTS, INC. | 439.7K | $40.8M | $99.7K | Added$3.67M |
| SILVER OAK SECURITIES, INCORPORATED | 412.7K | $38.3M | −$206.4K | Cut−$1.71M |
| Kestra Advisory Services, LLC | 400.9K | $37.2M | $95.4K | Added$1.66M |
| American Financial Advisors, LLC | 360.9K | $33.5M | $89.6K | Cut−$611.7K |
| Diversified Enterprises, LLC | 350K | $32.5M | $545 | Added$32.3M |
| PARK NATIONAL CORP /OH/ | 322.1K | $29.9M | $80K | Cut−$1.42M |
| Archer Investment Corp | 283K | $26.2M | $70.3K | Cut−$1.79M |
| D.A. DAVIDSON & CO. | 279.8K | $26M | $69.2K | Added$175.6K |
| Regal Investment Advisors LLC | 271.9K | $25.2M | $66.4K | Added$484.9K |
| Scarborough Advisors, LLC | 261.1K | $24.2M | $63.5K | Added$530.8K |
| Gratus Wealth Advisors, LLC | 226.6K | $21M | $56.3K | Cut−$7.42M |
| HBK Sorce Advisory LLC | 218.8K | $20.2M | −$1.49M | Cut−$1.67M |
| MML INVESTORS SERVICES, LLC | 214.4K | $19.9M | $53.3K | Cut−$4.15M |
| Randall & Associates Wealth Management | 201K | $18.6M | $49.9K | Cut−$5.23M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 188.5K | $17.5M | $46.9K | Cut−$11M |
| tru Independence LLC | 185.3K | $17.2M | $44.1K | Added$763.4K |
| Heck Capital Advisors, LLC | 183.4K | $17M | $45.5K | Cut−$185.5K |
| Mariner, LLC | 182.7K | $17M | $45.4K | Cut−$2.28M |
| Vestmark Advisory Solutions, Inc. | 181.4K | $16.8M | $45.1K | Cut−$429.2K |
| Walkner Condon Financial Advisors LLC | 176.2K | $16.3M | $43.7K | Added$67.1K |
| Baird Financial Group, Inc. | 176K | $16.3M | $43.7K | Cut−$4.69M |
| Evelyn Partners Investment Management (Europe) Ltd | 173.9K | $16.1M | $43.2K | Cut−$504.2K |
| Gateway Wealth Partners, LLC | 169.1K | $15.7M | $21.1K | Added$7.83M |
| Rockefeller Capital Management L.P. | 151.5K | $14.1M | $37.6K | Cut−$3.22M |
| Independent Advisor Alliance | 145.6K | $13.5M | — | New |
| Sargent Investment Group, LLC | 137.2K | $12.7M | $34.1K | Cut−$793.5K |
| OPPENHEIMER & CO INC | 132.6K | $12.3M | — | New |
| Equitable Holdings, Inc. | 124.1K | $11.5M | $311 | Added$1.06M |
| GOLDMAN SACHS GROUP INC | 121.3K | $11.3M | $20.4K | Added$3.64M |
| PNC Financial Services Group, Inc. | 118.3K | $11M | $29.4K | Cut−$216.1K |
| HighTower Advisors, LLC | 116.2K | $10.8M | $28.8K | Cut−$291.8K |
| Holistic Financial Partners | 115.8K | $10.7M | $28.5K | Added$110K |
| Golden State Wealth Management, LLC | 113.3K | $10.5M | $26.8K | Added$544.1K |
| Western Wealth Management, LLC | 111K | $10.3M | $27.6K | Cut−$213.8K |
| Concentrum Wealth Management | 110.3K | $10.2M | $27.4K | Cut−$169K |
| Steward Partners Investment Advisory, LLC | 110.1K | $10.2M | $27.3K | Cut−$100.6K |
| Merit Financial Group, LLC | 109.6K | $10.2M | $27.3K | Cut−$206.3K |
| Arax Advisory Partners | 108.4K | $10.1M | $26.9K | Cut−$74.3K |
| Prospera Financial Services Inc | 107.5K | $9.97M | $27.2K | Added$86.8K |
| Virtus Wealth Solutions LLC | 106.6K | $9.88M | $26.5K | Cut−$394.4K |
| Commonwealth Financial Services, LLC | 106.2K | $9.85M | $23.7K | Added$1.05M |
| BENJAMIN EDWARDS INC | 102.1K | $9.47M | $25.6K | Cut−$227.1K |
| SUMMIT WEALTH GROUP LLC / CO | 98.4K | $9.13M | $24.5K | Cut−$389.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 95.6K | $8.87M | $22.8K | Added$47.5K |
| Rothschild Wealth LLC | 95.2K | $8.83M | $22.8K | Added$328.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 90.3K | $8.38M | $22.3K | Added$86.4K |
| Triumph Capital Management | 90.3K | $8.38M | $22.3K | Added$44.4K |
| TD Capital Management LLC | 88.8K | $8.24M | $22.1K | Added$13K |
| Creative Planning | 83K | $7.7M | $19.2K | Added$549.7K |
| Solano Wealth Investment Advisors LLC | 82.6K | $7.66M | $20.5K | Cut−$67.8K |
| DAGCO, INC. | 82K | $7.6M | $18.9K | Added$567.4K |
| ASSETMARK, INC | 81.4K | $7.55M | $19.1K | Added$438K |
| Southland Equity Partners LLC | 80.9K | $7.51M | $20.1K | Cut−$44.4K |
| Morey & Quinn Wealth Partners, LLC | 80.2K | $7.44M | $19.9K | Cut−$73.4K |
| TUDOR INVESTMENT CORP ET AL | 80K | $7.42M | $19.9K | Cut−$1.19M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79.2K | $7.37M | −$71.2K | Added$2.19M |
| RiverTree Advisors, LLC | 78.5K | $7.28M | $19.5K | Added$6.36K |
| Stratos Wealth Partners, LTD. | 75.3K | $6.99M | $18.7K | Cut−$5.13M |
| Kingsview Wealth Management, LLC | 74K | $6.87M | $18.4K | Cut−$207.3K |
| Integrated Wealth Concepts LLC | 73.1K | $6.78M | $15.9K | Added$863.3K |
| PCG Wealth Advisors, LLC | 72.5K | $6.73M | $17.9K | Cut−$118.7K |
| OneDigital Investment Advisors LLC | 71.7K | $6.65M | $6.57K | Added$4.19M |
| &PARTNERS | 70.5K | $6.54M | $34.2K | Cut−$103.9K |
| STEPHENS INC /AR/ | 68.8K | $6.38M | $17.1K | Cut−$116.4K |
| Plotkin Financial Advisors, LLC | 64.9K | $6.02M | $16.1K | Cut−$68.4K |
| Atlas Wealth LLC | 64.5K | $5.99M | $16K | Added$6.04K |
| Intellus Advisors LLC | 61.3K | $5.69M | $14.8K | Added$184.2K |
| Purus Wealth Management, LLC | 58.8K | $5.46M | $14.6K | Cut−$23.6K |
| Claris Financial LLC | 58.4K | $5.42M | $14.4K | Added$38.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 57.5K | $5.34M | $14.3K | Cut−$2.43M |
| Arkadios Wealth Advisors | 57.3K | $5.32M | $14.3K | Cut−$714.5K |
| SHELTON WEALTH MANAGEMENT, LLC | 55.1K | $5.11M | $13.7K | Cut−$287.9K |
| Bernardo Wealth Planning LLC | 53.7K | $4.98M | $13.3K | Cut−$390.6K |
| ABLE Financial Group, LLC | 53.3K | $4.94M | $13.2K | Cut−$387.1K |
| World Investment Advisors | 52.7K | $4.88M | $13K | Added$5.5K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 52.1K | $4.84M | $12.4K | Added$232.5K |
| IHT Wealth Management, LLC | 51.7K | $4.8M | $12.9K | Cut−$336.9K |
| AE Wealth Management LLC | 51K | $4.73M | $11.9K | Added$275.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 50.7K | $4.7M | $12.6K | Added$22.1K |
| Geneos Wealth Management Inc. | 50.1K | $4.65M | $12.5K | Cut−$10.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 49.8K | $4.62M | $8.47K | Added$1.47M |
| BARRETT & COMPANY, INC. | 49.4K | $4.58M | $11.9K | Added$145.8K |
| Forefront Wealth Partners, LLC | 48.5K | $4.5M | $11.7K | Added$148.7K |
| MAI Capital Management | 48.3K | $4.48M | $12K | Cut−$147.3K |
| Clear Creek Financial Management, LLC | 47.7K | $4.42M | $8.79K | Added$1.16M |
| Tradition Wealth Management, LLC | 47.6K | $4.42M | $11.9K | Cut−$156.6K |
| J.W. COLE ADVISORS, INC. | 47.5K | $4.41M | $56.8K | Cut−$24.1K |
| KPP Advisory Services LLC | 47.4K | $4.4M | $11.7K | Cut−$367.3K |
| RFG Advisory, LLC | 46.9K | $4.35M | $5.4K | Added$2.34M |
| Atria Investments, Inc | 46.9K | $4.35M | $11.7K | Cut−$10.2K |
| PFG Advisors | 46.7K | $4.33M | $11.6K | Cut−$264.6K |
| Aptus Capital Advisors, LLC | 46K | $4.27M | $11.4K | Cut−$158.4K |
| Dakota Wealth Management | 44K | $4.08M | $10.9K | Cut−$317.9K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 43.5K | $4.04M | $10.9K | Added$8.74K |
| Valmark Advisers, Inc. | 43.3K | $4.01M | $10.7K | Cut−$1.78M |
| ROMAN BUTLER FULLERTON & CO | 42.4K | $4.01M | −$67.4K | Cut−$147.6K |
| Avior Wealth Management, LLC | 42.3K | $3.93M | $10.5K | Added$11.4K |
| Sigma Planning Corp | 40.5K | $3.76M | $10.1K | Cut−$15.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 40.3K | $3.74M | $8.31K | Added$35.3K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 39.6K | $3.72M | $54.1K | Added$149.8K |
| NBC SECURITIES, INC. | 40K | $3.71M | $9.92K | Cut−$66.2K |
| Ergawealth Advisors, Inc. | 39.8K | $3.69M | $9.94K | Cut−$20.4K |
| Waterfront Wealth Inc. | 39.2K | $3.64M | −$137.4K | Cut−$214.1K |
| Fidelity | 39.1K | $3.63M | $8.5K | Added$446.2K |
| Delos Wealth Advisors, LLC | 38.8K | $3.6M | $8.58K | Added$404.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 38.5K | $3.57M | $1.9K | Added$2.71M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 38.2K | $3.55M | $9.53K | Cut−$93.1K |
| Waterloo Capital, L.P. | 38K | $3.52M | $9.41K | Added$1.27K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 36.7K | $3.4M | $141 | Added$3.35M |
| JPMORGAN CHASE & CO | 37K | $3.4M | −$18.8K | Added$677K |
| Pinnacle Financial Partners, Inc. | 36.3K | $3.37M | $7.87K | Added$376.2K |
| Citadel | 35.1K | $3.26M | $8.73K | Cut−$3.48M |
| FIFTH THIRD BANCORP | 35.1K | $3.26M | $466 | Added$3.08M |
| Essex Financial Services, Inc. | 35K | $3.25M | $8.67K | Added$14.8K |
| IFS Group,LLC | 34.8K | $3.23M | — | Held |
| Ausdal Financial Partners, Inc. | 34.3K | $3.18M | $8.58K | Cut−$83K |
| Perennial Investment Advisors, LLC | 33.6K | $3.12M | $8.17K | Cut−$216.4K |
| CITIGROUP INC | 33.6K | $3.12M | $8.38K | Cut−$952.8K |
| IFP Advisors, Inc | 33.4K | $3.1M | $7.73K | Added$217.6K |
| Y.D. More Investments Ltd | 33K | $3.06M | −$5.39K | Cut−$1.34M |
| Farther Finance Advisors, LLC | 32.4K | $3M | $6.79K | Cut−$742.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 32.4K | $3M | $7.96K | Cut−$116.2K |
| CRUX WEALTH ADVISORS | 31.9K | $2.96M | $7.63K | Added$107.4K |
| HighPoint Advisor Group LLC | 31.8K | $2.95M | $7.91K | Cut−$185.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 31.8K | $2.95M | $7.98K | Cut−$489.1K |
| Sun Financial Inc | 31.7K | $2.93M | $4.25K | Added$29.4K |
| Forge Financial Services LLC | 31.3K | $2.91M | $7.74K | Cut−$44.2K |
| Paragon Private Wealth Management, LLC | 30.7K | $2.85M | $7.61K | Cut−$199.1K |
| Hilton Head Capital Partners, LLC | 30.7K | $2.85M | $7.59K | Cut−$21.2K |
| TCFG Investment Advisors, LLC | 30.4K | $2.82M | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 30.4K | $2.82M | — | New |
| Crusonia Wealth Advisors LLC | 29.1K | $2.7M | $7.2K | Added$10.3K |
| CWM, LLC | 29.1K | $2.7M | $2.69M | Added$2.69M |
| Perissos Private Wealth Management, LLC | 29.1K | $2.7M | $7.22K | Added$4.35K |
| Centerpoint Advisory Group | 28.6K | $2.65M | $7.1K | Cut−$48.4K |
| WETZEL INVESTMENT ADVISORS, INC. | 28.4K | $2.64M | $7.11K | Added$1.84K |
| Capital Developers, LLC | 28.3K | $2.62M | $7.02K | Cut−$22.1K |
| DAYMARK WEALTH PARTNERS, LLC | 28.3K | $2.62M | $7.02K | Cut−$538.4K |
| Gladstone Institutional Advisory LLC | 27.9K | $2.59M | $6.97K | Cut−$106K |
| Snowden Capital Advisors LLC | 27.9K | $2.59M | $6.94K | Cut−$2.62M |
| B. Riley Wealth Advisors, Inc. | 28K | $2.58M | −$17.9K | Cut−$275.6K |
| Cornerstone Wealth Management, LLC | 27.7K | $2.57M | $6.86K | Cut−$4.24K |
| 1776 Wealth LLC | 27.6K | $2.56M | $6.87K | Cut−$2.57K |
| Jaffetilchin Investment Partners, LLC | 27.3K | $2.53M | $6.77K | Added$12.4K |
| INTEGRITY ALLIANCE, LLC. | 26.9K | $2.5M | $6.65K | Cut−$6.86K |
| Wisconsin Wealth Advisors, LLC | 26.6K | $2.46M | $5.03K | Added$591.4K |
| GTS SECURITIES LLC | 26.3K | $2.44M | $2.19K | Added$1.62M |
| Richmond Investment Services, LLC | 25.7K | $2.39M | $6.38K | Cut−$58K |
| Advisory Alpha, LLC | 25.5K | $2.36M | $6.1K | Added$59K |
| Intrua Financial, LLC | 25.4K | $2.35M | $6.26K | Cut−$89.5K |
| Summit Financial, LLC | 25K | $2.32M | $6.17K | Added$2.56K |
| Dynamic Advisor Solutions LLC | 24.7K | $2.29M | $6.09K | Cut−$219.8K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 24.2K | $2.24M | $6K | Cut−$13.6K |
| Bank of New York Mellon Corp | 24.2K | $2.24M | $5.92K | Added$30.4K |
| PRINCIPAL SECURITIES, INC. | 23.3K | $2.16M | $5.88K | Cut−$38K |
| DHJJ Financial Advisors, Ltd. | 22.3K | $2.07M | $5.6K | Cut−$154.3K |
| IMG Wealth Management, Inc. | 22K | $2.04M | $5.46K | Cut−$290.2K |
| Envision Financial LLC | 21.3K | $1.98M | $5.38K | Cut−$205.5K |
| COZAD ASSET MANAGEMENT INC | 21.3K | $1.98M | $5.28K | Cut−$190.8K |
| ORBA Wealth Advisors, L.L.C. | 21.3K | $1.97M | $5.26K | Cut−$327.4K |
| Kapstone Financial Advisors LLC | 21.1K | $1.96M | $5.24K | Added$7.84K |
| Quad-Cities Investment Group, LLC | 21K | $1.95M | $5.18K | Cut−$76.5K |
| Capital Investment Advisory Services, LLC | 21K | $1.95M | $5.25K | Cut−$150.7K |
| Mutual Advisors, LLC | 20.9K | $1.94M | $5.2K | Cut−$8.68K |
| Truvestments Capital LLC | 20.8K | $1.93M | $5.16K | Cut−$111K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 20.3K | $1.88M | $5.09K | Cut−$2.95K |
| Proactive Wealth Strategies LLC | 20K | $1.86M | $2.38K | Added$964.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19.9K | $1.84M | $4.88K | Cut−$12.5K |
| ERn Financial, LLC | 19.8K | $1.84M | $4.93K | Cut−$6.36K |
| STRATEGY ASSET MANAGERS LLC | 19.5K | $1.81M | $4.76K | Cut−$9.21K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 19.3K | $1.79M | $4.84K | Cut−$10.6K |
| BIP Wealth, LLC | 19.2K | $1.78M | $4.82K | Cut−$11.2K |
| Trueblood Wealth Management, LLC | 19.1K | $1.77M | $4.69K | Cut−$149.2K |
| Prosperity Consulting Group, LLC | 18.7K | $1.73M | $4.6K | Cut−$79.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.5K | $1.71M | $4.59K | Cut−$2.05M |
| Plus Group Wealth Advisors LLC | 18.2K | $1.68M | $4.45K | Added$9.28K |
| Darwin Wealth Management, LLC | 17.7K | $1.65M | $4.39K | Cut−$114.2K |
| Orion Porfolio Solutions, LLC | 17.7K | $1.64M | $4.38K | Cut−$179.4K |
| ForthRight Wealth Management, LLC | 17.3K | $1.61M | $4.36K | Cut−$47.1K |
| Strategic Blueprint, LLC | 17.3K | $1.61M | $4.34K | Cut−$102.2K |
| MGO ONE SEVEN LLC | 17.3K | $1.6M | $3.87K | Added$181.6K |
| WCG Wealth Advisors LLC | 17.1K | $1.58M | $4.29K | Cut−$160.3K |
| Onyx Bridge Wealth Group LLC | 16.7K | $1.55M | $4.15K | Added$9.54K |
| BEACON FINANCIAL GROUP | 16.6K | $1.54M | $4.14K | Added$4.14K |
| SEI INVESTMENTS CO | 16.5K | $1.53M | $1.24K | Added$1.08M |
| Prosperity Financial Group, Inc. | 16.4K | $1.52M | $4.05K | Cut−$25.2K |
| Confluence Wealth Services, Inc. | 16.3K | $1.51M | $4.05K | Cut−$15.9K |
| Fermata Advisors, LLC | 16.1K | $1.49M | $4.05K | Cut−$385.6K |
| Renaissance Technologies | 15.9K | $1.47M | — | New |
| Apollon Wealth Management, LLC | 15.8K | $1.47M | $3.96K | Cut−$38.5K |
| LaSalle St. Investment Advisors, LLC | 15.7K | $1.46M | $1.46M | Added$1.46M |
| PFG Investments, LLC | 15.7K | $1.45M | $3.95K | Cut−$13K |
| Global Assets Advisory, LLC | 15.6K | $1.45M | $3.86K | Added$7.94K |
| Beacon Pointe Advisors, LLC | 15.5K | $1.43M | $3.84K | Cut−$350.8K |
| HUB Investment Partners, LLC | 15.2K | $1.41M | — | New |
| Beacon Financial Advisory LLC | 15.1K | $1.4M | $3.81K | Added$4K |
| Sequent Planning LLC | 15K | $1.4M | $3.56K | Added$41.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 14.9K | $1.38M | $3.66K | Added$50.5K |
| Rehmann Capital Advisory Group | 14.9K | $1.38M | $3.76K | Cut−$28.3K |
| LYNCH & ASSOCIATES/IN | 14.8K | $1.37M | $2.87K | Added$306.3K |
| Ashton Thomas Private Wealth, LLC | 14.8K | $1.37M | $3.64K | Cut−$139.9K |
| Waverly Advisors, LLC | 14.6K | $1.35M | $3.44K | Added$69.6K |
| Keystone Wealth Services, LLC | 14.5K | $1.34M | $3.54K | Added$3.63K |
| Elevation Capital Advisory, LLC | 14.4K | $1.34M | — | New |
| SMITH, MOORE & CO. | 14.4K | $1.33M | $3.58K | Cut−$57.1K |
| Legacy Capital Wealth Partners, LLC | 14.3K | $1.33M | $3.51K | Cut−$56.1K |
| IAMS WEALTH MANAGEMENT, LLC | 14K | $1.3M | $3.42K | Cut−$135.5K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 13.8K | $1.3M | $2.34K | Added$33.7K |
| Cambridge Advisors Inc. | 13.8K | $1.28M | $3.41K | Cut−$223.1K |
| CAPTRUST FINANCIAL ADVISORS | 13.6K | $1.26M | $3.37K | Cut−$33K |
| QTR Family Wealth, LLC | 13.4K | $1.26M | −$55.6K | Cut−$18K |
| GAMMA Investing LLC | 13.4K | $1.24M | $3.25K | Added$34.2K |
| Independent Wealth Network Inc. | 13.4K | $1.24M | $1.8K | Added$563.2K |
| PRIVATE TRUST CO NA | 13.4K | $1.24M | $3.33K | Cut−$99.7K |
| Savant Capital, LLC | 13.3K | $1.24M | $2.73K | Added$201K |
| FIRST TRUST ADVISORS LP | 13.3K | $1.23M | $3.27K | Cut−$604K |
| Peak Planning Group, LLC | 13.2K | $1.23M | $3.3K | Cut−$18.5K |
| Stonebridge Financial Planning Group, LLC | 12.9K | $1.2M | $3.23K | Cut−$123.2K |
| Cherry Creek Investment Advisors, Inc. | 12.9K | $1.2M | $3.22K | Cut−$1.78K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 12.8K | $1.19M | $3.18K | Added$3.18K |
| Envestnet Portfolio Solutions, Inc. | 12.7K | $1.18M | $3.16K | Cut−$2.32M |
| TITLEIST ASSET MANAGEMENT, LLC | 12.7K | $1.17M | $3.04K | Added$37.4K |
| Sequoia Financial Advisors, LLC | 12.6K | $1.17M | $3.12K | Cut−$4.74K |
| US BANCORP \DE\ | 12.5K | $1.16M | $3.13K | Cut−$222.1K |
| Avantax Planning Partners, Inc. | 12.5K | $1.16M | $3.05K | Cut−$3.15K |
| Sovran Advisors, LLC | 12.4K | $1.16M | −$29.5K | Cut−$265K |
| Hershey Financial Advisers, LLC | 12.5K | $1.16M | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12.5K | $1.16M | $2.97K | Added$49.1K |
| DeDora Capital, Inc. | 12.4K | $1.15M | $3.07K | Cut−$78.3K |
| MAGNOLIA CAPITAL ADVISORS LLC | 11.9K | $1.11M | $2.72K | Added$92.4K |
| Keystone Financial Group | 11.8K | $1.09M | $3.39K | Added$2.83K |
| Boyce & Associates Wealth Consulting, Inc. | 11.7K | $1.08M | $2.86K | Cut−$1.88M |
Who left
- NewEdge Advisors, LLC$29.6M
- Investors Research Corp$16M
- Jump Financial, LLC$7.69M
- Qube Research & Technologies Ltd$4.57M
- AXXCESS WEALTH MANAGEMENT, LLC$3.18M
- Kaydan Wealth Management, Inc.$965.9K
- Coppell Advisory Solutions LLC$897.7K
- Tower Research Capital LLC (TRC)$749.1K
- LeClair Wealth Partners LLC$705.2K
- MONEY CONCEPTS CAPITAL CORP$545.9K
- FIRST HORIZON CORP$381.7K
- TIAA TRUST, NATIONAL ASSOCIATION$366.1K
- NORTHERN TRUST CORP$307.7K
- Diversify Advisory Services, LLC$293.7K
- Asset Allocation Strategies LLC$269.6K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.